Wendy Z. Cox, J.D., CTFA
Vice President, Director of Personal Trust
Wendy’s responsibilities include providing fiduciary expertise and practical trust insights for all Delaware fiduciary matters. Her role includes coordinating planning strategies with other professional advisors, such as tax advisors or estate planning attorneys. She is also responsible for day-to-day account oversight, fiduciary compliance and directing our team of trust officers to ensure our clients receive remarkable service. Wendy practiced law for 16 years in the areas of probate and trust litigation, complex probate and trust administration, preparation of estate, fiduciary and gift tax returns, and drafting estate planning and business succession documents. She earned her B.A. and J.D. from the University of Michigan. Wendy is a designated Certified Trust and Financial Advisor.
Lara is responsible for day-to-day trust administration, account servicing and fiduciary tax support. She leverages her diverse and progressive expertise to provide our high and ultra high net worth clients with comprehensive tax and trust administrative services for complex trust planning. Lara has over 20 years of fiduciary, tax and client relationship management experience. She attended Drexel University and is a graduate of the New York CBIT Tax School.
Senior Trust Officer
Dawn is responsible for day to day trust administration and fiduciary compliance in the state of Delaware. She has over 20 years’ experience in trust and estate administration on behalf of individuals and families at all stages of life. Dawn’s background includes specialty assets, family office operations and management of middle office operations. Dawn is a graduate of Wesley College, and Cannon Trust School.
Thomas L. Drews, CSOP
Chief Operating Officer
Tom holds the position of Chief Operating Officer of Greenleaf Trust Delaware, its parent Greenleaf Financial Holding Company and Greenleaf Trust. Tom is responsible for Greenleaf Trust Delaware’s Operations, Information Services and Compliance posture. In addition, he is responsible for Greenleaf Trust’s Operations and Business Information Services Divisions consisting of account administration, cash and securities processing, tax reporting, data and systems infrastructure, and information security. Tom has over 25 years of leadership experience with several service and global manufacturing companies. He holds a bachelor’s degree in accounting from Michigan State University, and has earned his Certified Securities Operations Professional (CSOP) designation.
James W. Gray, CFA
Chief Strategy Officer
Jim holds the position of Chief Strategy Officer of Greenleaf Trust Delaware, its parent Greenleaf Financial Holding Company and Greenleaf Trust. He works closely with other members of Greenleaf Trust Delaware’s Executive Council in creating, communicating, executing and sustaining the company’s strategic plan. Jim has led Greenleaf Trust’s Research, Wealth Management and Personal Trust Divisions. He has an extensive background in investments, global banking and manufacturing, which includes nearly two decades at Whirlpool Financial Corporation and Whirlpool Corporation. He serves on the Investment Committee of the Western Michigan University Foundation Board. Jim earned a degree in finance from the University of Southern Indiana, and he is a member of the CFA Institute and the CFA Society of West Michigan.
William D. Johnston
As Chairman, Bill focuses on culture, vision, mission and high-level strategies for Greenleaf Trust Delaware. In addition, he is Chairman of Greenleaf Financial Holding Company (the sole owner of Greenleaf Trust Delaware and Greenleaf Trust), Greenleaf Trust, Greenleaf Hospitality, Inc. and Catalyst Development Company, LLC. Bill serves as trustee of Western Michigan University, and of the Genevieve and Donald S. Gilmore Foundation. He also serves on the board of directors of Southwest Michigan First Economic Development Corporation, Bronson Healthcare Group, HUMANeX, Special-Lite Corporation and the Western Michigan University Foundation. He earned his bachelor’s and master’s degrees from Western Michigan University.
Ronald N. Kilgore
Chief Executive Officer, Senior Trust Officer
Ron holds the position of Chief Executive Officer and Senior Trust Officer of Greenleaf Trust Delaware and Greenleaf Trust. Ron also serves as the Chief Executive Officer of Greenleaf Financial Holding Company (the sole owner of Greenleaf Trust Delaware and Greenleaf Trust). During his more than 35 years in the trust business, Ron has been involved in virtually every aspect of client service and trust management, including starting and successfully growing new trust organizations. He is a graduate of Kalamazoo College and the American Bankers Association National Trust School.
Chief Financial Officer
Steve provides financial guidance and broad counsel to the Executive Leadership Team at Greenleaf Trust Delaware, its parent Greenleaf Financial Holding Company and Greenleaf Trust. He leads the finance and accounting organization and directs the company’s fiscal functions in accordance with regulatory and governing requirements. Steve also collaborates with the Board of Directors, President, and members of the Executive Council on capital allocation, long range planning, and risk management. He has over 20 years of leadership experience, primarily with complex multi-national firms, and has served extensively as a financial executive in both customer and operationally oriented roles. Steve holds a bachelor’s degree in business and accounting from Miami University.
Michael F. Odar, CFA
Mike holds the position of President of Greenleaf Trust Delaware, its parent Greenleaf Financial Holding Company and Greenleaf Trust. Since joining Greenleaf Trust in 1999, he has served as senior research analyst, director of research, director of wealth management, and senior executive vice president of strategic initiatives. Mike was named President of Greenleaf Trust in November 2012, and President of Greenleaf Financial Holding Company upon its founding in 2017. He serves as Past Chair on the Bronson Health Foundation Board and treasurer of the Gull Lake Community Schools Foundation. He also serves on the Kalamazoo Institute of Arts Board, the Investment Committee of the Western Michigan University Foundation, and the Finance Committee of the United Way of the Battle Creek and Kalamazoo Region. Mike earned his degree in finance from Michigan State University, and recently completed the Advanced Management Program at the University of Chicago Booth School of Business. He is a CFA® charterholder.
Dan J. Rinzema, CFA, CFP®
Chief Client Officer
Dan holds the position of Chief Client Officer of Greenleaf Trust Delaware, its parent Greenleaf Financial Holding Company and Greenleaf Trust. Dan is responsible for directing Greenleaf Trust Delaware’s overall client experience strategy, as well as leading the client centric team. He builds the voice of our clients into all facets of the firm and embeds client service standards into our culture. Under Dan’s leadership, the client centric team executes its daily mission to provide remarkable client service through the delivery of fiduciary excellence, holistic wealth management, advanced financial planning and proactive client care. Dan has over ten years of experience in the financial services industry, is a graduate of Calvin College, and received an M.B.A. with distinction from the University of Iowa. He is a CFA® charterholder and has earned the CERTIFIED FINANCIAL PLANNER™ certification.